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iShares S&P Small-Cap 600 Value ETF

756 hedge funds and large institutions have $4.36B invested in iShares S&P Small-Cap 600 Value ETF in 2024 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 226 increasing their positions, 318 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
756
Holders Change
-41
Holders Change %
-5.14%
% of All Funds
10.96%
Holding in Top 10
21
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-16%
% of All Funds
0.3%
New
44
Increased
226
Reduced
318
Closed
72
Calls
$3.73M
Puts
$1.65M
Net Calls
+$2.08M
Net Calls Change
+$1.6M
Name Holding Trade Value Shares
Change
Shares
Change %
MBFW
526
Morton Brown Family Wealth
Pennsylvania
$301K -$157K -1,524 -34%
CWC
527
Carolinas Wealth Consulting
North Carolina
$300K +$257K +2,502 +596%
CAG
528
Crestwood Advisors Group
Massachusetts
$300K -$29.8K -290 -9%
SC
529
SouthState Corp
Florida
$297K
LBC
530
Lowe Brockenbrough & Co
Virginia
$295K +$33.7K +328 +13%
KWM
531
Keating Wealth Management
Colorado
$294K
OC
532
Oppenheimer & Co
New York
$292K -$925 -9 -0.3%
MCM
533
MV Capital Management
Maryland
$290K
CWS
534
Confluence Wealth Services
Pennsylvania
$289K +$103 +1 +0%
FSA
535
Fort Sheridan Advisors
Illinois
$286K
BCI
536
Brinker Capital Investments
Pennsylvania
$286K -$59.1M -575,234 -100%
OPS
537
Orion Portfolio Solutions
Nebraska
$286K -$59.1M -575,234 -100%
Nomura Asset Management
538
Nomura Asset Management
Japan
$284K
EW
539
Element Wealth
Mississippi
$282K +$925 +9 +0.3%
AW
540
Avion Wealth
Texas
$279K -$161K -1,566 -37%
WAP
541
Wealthcare Advisory Partners
Pennsylvania
$278K +$29.5K +287 +12%
MAM
542
MMA Asset Management
Pennsylvania
$278K +$20.1K +201 +8%
SPL
543
Smart Portfolios LLC
Washington
$277K +$6.99K +68 +3%
AFA
544
American Financial Advisors
Georgia
$277K -$8.12K -79 -3%
MIM
545
Marco Investment Management
Georgia
$275K +$39.9K +388 +17%
MIC
546
Means Investment Company
Maine
$275K -$92.1K -896 -25%
BFS
547
Bradley Foster & Sargent
Connecticut
$275K +$9.04K +88 +3%
AIP
548
Almanack Investment Partners
Pennsylvania
$271K +$271K +2,634 New
FP
549
Financial Perspectives
Minnesota
$270K +$411 +4 +0.2%
PAM
550
Peak Asset Management
Colorado
$269K